Client Relationship Manager Voya… at Voya Financial · Miamisburg

We are a small wealth management, investment advisory team in Miamisburg, OH. We are looking for someone who has a positive attitude and sincere willingness to constantly learn and provide great service to our clients. Responsibilities and pay will increase over time. This is an in-person position. Initial responsibilities will include greeting clients, scheduling appointments and data entry. Qualified candidates will be eager to learn, have at least some college education with a bachelor’s degree strongly preferred. Responsibilities and Primary Activities: · Greets clients and prospective clients in a friendly and sincere manner, making them feel comfortable when they visit the office. · Handles incoming telephone calls to screen solicitors and connect clients with their respective advisors. · Sorts and distributes the mail. · Sends periodic client correspondence. · Coordinates the assembly and mailing of client paperwork. · Orders and manages office supplies. · Copy/Fax/Scan/Bind financial planning documentation. · Assists in filing of client records. · Assists in entry and management of client information within Salesforce. · Sends weekly Market Commentary and other email campaigns. · Helps maintain clean conference room and kitchen for clients and advisors. · Prepare and modify documents including correspondence, reports, drafts, memos and emails. · Contributes to team effort by accomplishing related results as needed. Hours, Compensation and Schedule: Initial workweek will include 8:30-4pm Monday-Thursday at Voya’s office in Miamisburg, OH. Additional hours may be available based upon workload and availability. Position will be compensated hourly, at an initial rate of $16 per hour determined by experience and expertise. Knowledge, Skills, and Abilities: · Excellent attitude and client service orientation · Superior phone skills-friendly and helpful · Proficiency in MS Word, MS Excel, MS PowerPoint and MS Outlook · Ability to learn or use Salesforce and Mailchimp Software · Ability to attend work consistently and on time · Excellent communication skills – written and verbal · Ability to multi-task and handle distractions Job Type: Part-time Benefits: Flexible schedule Ability to Relocate:Work Location: In person